Winfield Mayne is a financial advisor with Moors & Cabot, Inc. in Greenville, NC, holding a Series 66 credential and 25 years of industry experience. He previously worked for First Citizens Investor Services, Inc. for 19 years before joining Moors & Cabot in 2023. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services using a range of analysis methods and investment strategies.

Connor Woodlief is a financial advisor with Gradient Advisors, LLC in Greenville, NC. He holds a Series 65 designation and has one year of industry experience. Prior to entering the financial sector, he worked at Chick-Fil-A for six years. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

James Newman is a financial advisor at Capital Analysts with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he is involved in wholesale pet food distribution through a family business and is a partner at The Cardinal Group of NC, focusing on wealth management and life insurance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement plan advice through a network of independent advisors and an in-house investment management team using proprietary screening processes.

Kendrick Whitehurst is a financial advisor at First Citizens Asset Management, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively within the First Citizens and Truist organizations. Whitehurst serves on the board of directors for the East Carolina University Alumni Association and is a member of the finance committee at Christ Hope Church in Greenville, NC. First Citizens Asset Management, Inc. offers model-based sub-advisory and direct investment services to individuals, institutions, and municipalities. The firm employs a multi-asset class, model portfolio approach that integrates fundamental, quantitative, and technical analysis with discretionary investment management.

Andrew Cooper is a financial advisor with Capital Analysts in Greenville, NC, holding a Series 66 designation and 13 years of industry experience. He has worked at Robinson & Associates and Lincoln Investment since 2014 and previously spent a year at Ameriprise. Outside of advising, he owns Carolina Business Enterprises, a company providing accounting, payroll, and tax preparation services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and combines discretionary investment management by its in-house team with non-discretionary services via advisors and third-party managers.

Tyler Curlee is a financial advisor at Capital Analysts with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has been associated with Lincoln Investment Planning, Inc. since 2006. Outside of advisory work, Curlee is involved in several business ventures including real estate development, insurance marketing, and home building. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers, supported by a proprietary mutual fund screening process.

Elisa McLawhorn is an investment advisor with First Heartland Consultants, Inc. in Greenville, NC. She holds Series 63 and Series 65 credentials and has 32 years of industry experience. McLawhorn has worked with First Heartland Capital since 2006 and has been self-employed since 1991. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, utilizing a combination of discretionary portfolio management and model-based programs to serve a diverse client base.

Thomas Rouse is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC from 2014 to 2021. Outside of his advisory work, he owns a timber property used for occasional timber sales and family recreation, and he serves as a board member at St. James United Methodist Church. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by inter-affiliate integration and AI-enabled research tools.

Miranda Shelp is a financial advisor at First Citizens Investor Services, Inc. in Greenville, NC, with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at B B & T Bank. In addition to her advisory role, she has been involved with Pitt Community College since 2022. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client-focused process led by investment advisor representatives, offering a range of portfolio management options, including automated and tax-aware services.

Scott Shook is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist Advisory Services and its affiliated entities since 2014, including Bb&T Securities. Outside of his advisory role, Shook serves on the Board of Trustees for East Carolina University and is a member of the ECU Department of Economics Advisory Board, where he supports scholarship fundraising and mentors students. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

J Hollingsworth Jr. is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. He has been with Eagle Strategies and affiliated New York Life entities since 2021. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Mark Cutler is a financial advisor with Truist Advisory Services in Greenville, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021, following a decade at BB&T Investments and three years at BB&T Securities. Outside of his advisory role, he serves as Treasurer for the Portside One Homeowners Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate resources.

David Leigh is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Truist Advisory Services and BB&T Securities. He is based in Greenville, NC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers planning services separate from ongoing portfolio management and acts as adviser to a donor-advised fund.

Christopher House is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Milestone Wealth, Edward Jones, and Cru. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

William Hopkins Jr. is a financial advisor at OSAIC Institutions, INC. with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Infinex Investments, Southern Bank & Trust NC, First Citizens Investor Services, Inc., and Banc of America Investment Services, Inc. He also participates in a financial advisor referral program with Southern Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan consulting, and access to alternative investments through a hybrid adviser/broker-dealer structure.

Ryan Riedel is a financial advisor at D.A. Davidson & Co. in Farmville, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Santander Securities, and Bass Pro Shops. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides fiduciary advisory services, ERISA-compliant retirement plan advice, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Scott Below is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 designation and has been a finance professor at East Carolina University since 1993, where he teaches online courses in Investments, Portfolio Management, and Managerial Finance. Prior to joining Mercer Global Advisors, he worked at Kiely Wealth Advisory Group, Inc. for 24 years. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs an investment approach based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with strategic factor tilts and tax management.

David Hunt is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Capital Developers, LLC d/b/a Milestone Wealth and Raymond James Financial Services. He is also a member of the Inception Micro Angel Fund, an investment pool focused on startup companies, and holds a license as an independent insurance agent. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term investment approach and a range of model and wrap-fee options.

Bryan Rendon Salazar is a CFP® professional with three years of industry experience, currently serving at Osaic Advisory Services, LLC in Greenville, NC. His prior experience includes roles at Fidelity Investments and Patterns Behavioral Services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and platforms to tailor portfolios and deliver client solutions.

Justine Lawson is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and bringing six years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A., and has a background that includes a year at The Pastry Fix. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.